See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,418 | $74,927-62.1% | $101,794-72.1% | $84,808-66.5% |
| Participation rate | 43.3% | 61.4%-18.1pp | 69.2%-25.9pp | 68.3%-25.0pp |
| Annual return | 10.25% | 18.70%-8.5pp | 30.53%-20.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $19 | $1,522-98.7% | $2,289-99.1% | $2,631-99.3% |
| Participant deferral / active EE | $1,949 | $3,099-37.1% | $4,084-52.3% | $4,212-53.7% |
| Admin fee / account holder | $1,163 | $6,514-82.1% | $8,777-86.8% | $7,344-84.2% |